COMP <GO>
NTRS vs JPM // OPTIONS IMPLIED MOVE & PUT/CALL SKEW
Northern Trust Corporation (NASDAQ) VS. JPMorgan Chase & Co. (NYSE) • 15-METRIC TALLY: NTRS 5
— JPM 7
■ METRIC PARITY
LAST: $172.92 (+0.59%) • MKT CAP: $31.64B
options-implied-move
—
LAST: $343.58 (+1.26%) • MKT CAP: $913.30B
options-implied-move
4.84%
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NTRS VS. JPM)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NTRS | JPM | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | — | — | — | TIE | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | 2.80% | 17.37% | -14.57 | JPM | /roic <GO> |
| EV/EBITDA & P/E Valuation | 36.4x | 9.7x | +26.73 | JPM | /valuation <GO> |
| Free Cash Flow Yield | 17.26% | -18.14% | +35.40 | NTRS | /fcf-yield <GO> |
| Operating Margin | 42.20% | 42.07% | +0.13 | NTRS | /operating-margins <GO> |
| Net Profit Margin | 34.60% | 32.63% | +1.97 | NTRS | /net-margins <GO> |
| Revenue Growth (YoY) | 6.10% | 13.53% | -7.43 | JPM | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 1.87% | 1.96% | -0.09 | JPM | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | — | — | — | TIE | /balance-sheet <GO> |
| Piotroski F-Score Quality | 7/9 | 2/9 | +5.00 | NTRS | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew ACTIVE | — | 4.84% | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 54.7 | 55.1 | -0.40 | JPM | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.07 | 1.00 | +0.07 | NTRS | /macro-sensitivity <GO> |
| Forward P/E Multiple | 16.9x | 13.6x | +3.33 | JPM | /forward-pe <GO> |
| Enterprise Scale & Market Cap | $31.64B | $913.30B | -$881.66B | JPM | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NTRS REV | JPM REV | NTRS GROSS % | JPM GROSS % | NTRS FCF | JPM FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $5.02B | $182.45B | — | — | $5.46B | -$147.78B |
| FY 2024 | $4.73B | $177.56B | — | — | -$587.5M | -$42.01B |
| FY 2023 | $4.36B | $158.10B | — | — | $2.43B | $12.97B |
| FY 2022 | — | $128.69B | — | — | — | $107.12B |
| FY 2021 | — | $121.65B | — | — | — | $78.08B |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NTRS // BETA 1.07
JPM // BETA 1.00